WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
Episodes
295 episodes
Cannara Biotech (LOVFF): Gaining Share in the Canadian Cannabis Market
In this episode of the WTR Small Cap Spotlight, Cannara Biotech COO and Interim CFO Nick Sosiak joins WTR's Linda Bolton Weiser and Tim Gerdeman to discuss the company's expansion following the announcement of a long-term international supply a...
DeFi Development Corp. (DFDV): Why Solana and How the Company Is Positioned for the Future
In this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior Equity Research Analyst Dr. John Roy to discuss the company's corporate strategy as a Solana-focused d...
First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain
In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strengthened financial position following an oversubscribed $17.7 million private plac...
Wrap Technologies (WRAP): How an ATF Ruling Could Change Everything for a Non-Lethal Restraint Leader
In this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst Eric Goldstein to discuss a month of significant news flow for the company. Cohen walks through a favora...
Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning
In this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue ...
Avalon Advanced Materials (AVLNF): Building North America's Rare Earth and Lithium Processing Platform
In this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strategy to be...
WTR Energy Universe: 2Q26 Earnings Season in Focus
In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026 earnings season for the U.S. energy sector. Recorded July 27, 2026 — as the majori...
NeoVolta (NEOV): Powering Up U.S. Battery Manufacturing
In this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief Marketing Officer, and analyst Eric Goldstein. NeoVolta is a Southern California-founded energy storage compan...
Nauticus Robotics (KITT): New CRO on Autonomy, Manipulator Tech, and the Commercial Path Forward
In this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer) and Peter Gastreich (Managing ...
WTR Furnishings Symposium: Snapback or the Start of a Real Recovery?
In today’s WTR Furnishings Symposium, we tackle the question: do recent improvements across the furnishings sector represent isolated company successes or the beginning of a broader industry recovery? Bassett reported a strong Memorial Day prom...
LifeVantage (LFVN): Navigating CEO Transition and Positioning for the Next Phase of Growth
In this episode of WTR Small Cap Spotlight, LifeVantage CFO Carl Aure and Chief Sales Officer Kristen Cunningham join WTR's Sean Severson and consumer analyst Doug Lane to discuss the company's ongoing CEO transition and what incoming CEO Terre...
First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain
In this episode of WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's recent C$17.7 million financing, G7-backed investment and offtake agreements, and strategy...
Homerun Resources (HMRFF): Turning High-Purity Silica into a Strategic Materials Platform
In this episode of WTR Small Cap Spotlight, Homerun Resources CEO Brian Leeners joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's integrated strategy to transform high-purity silica into solar glass, advanced materials, a...
Kaltura (KLTR) Talking Heads: Kaltura Puts a Face on Enterprise AI
Ron Yekutiel, Co-Founder, Chairman, President, and CEO of Kaltura, Inc. (NASDAQ: KLTR), joins the latest WTR Small-Cap Spotlight for an in-depth look at the company’s next chapter. In conversation with host Tim Gerdeman and WTR analyst James Ki...
Pulsenmore (PLSM): Safe and Sound: Pulsenmore Brings Prenatal Ultrasound Home
Dr. Elazar Sonnenschein, Founder and CEO of Pulsenmore Ltd. (Nasdaq and Tel Aviv: PLSM), joins host Tim Gerdeman and WTR equity research analyst James Kisner on this episode of the WTR Small-Cap Spotlight Podcast. Pulsenmore has built the first...
WTR Circular Carbon Primer: 50 Overlooked Companies at an Inflection Point
Join WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the S...
AIB Data Centers ( AIB): Power Play — AIB's Move from Bitcoin Hosting to AI Infrastructure
In this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim Gerdeman and WTR equity research analyst James Kisner. AIB is a power...
Odysight.ai (ODYS): Eyes Inside the Machine: AI-Powered Visual Sensing and Predictive Maintenance for Aerospace and Defense
In this episode of the WTR Small-Cap Spotlight Podcast, Yehu Ofer, CEO, and Einav Brenner, CFO of Odysight.ai Inc. (Nasdaq and Tel Aviv: ODYS), join host Tim Gerdeman and WTR equity research analyst Jam...
Energy Roundup: Key Drivers of Gulf of America Oil Production Resurgence
In this episode of WTR Small Cap Spotlight, host Tim Gerdeman is joined by WTR Natural Resources analyst Richard Tullis and Al Petrie, Founder and Senior Partner of Al Petrie Advisors, for a discussion on the resurgence of oil production in the...
Critical Metals Corp. (CRML): Building a Western Rare Earth Supply Chain as Tanbreez Advances Toward Development
In this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's flagship Tanbreez rare earth pr...
A Unique Approach to Consumer Research: WTR Analyst Linda Bolton Weiser on Plans for Sector Coverage
Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Linda Bolton Weiser, Senior Consumer Analyst, as they dive into WTR's unique approach to consumer research. Get insights on store check methods and how socia...
PharmAla Biotech Holdings (MDMA): The World's Leading Clinical-Grade MDMA Supplier — and What's Next
In this special episode of the WTR Small Cap Spotlight Podcast, originally featured on WTR Healthcare Happenings, Nick Kadysh, Founding CEO and President of PharmAla Biotech Holdings (CSE: MDMA), joins host Tim Gerdeman and WTR Healthcare Analy...
Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River
In this episode of the WTR Small Cap Spotlight podcast, Eric Robinson, Senior Vice President of Operations, and Joe Wong, Chief Technology Officer of Arq, Inc. (Nasdaq: ARQ), join Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Rese...
Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
In this episode of the WTR Small Cap Spotlight podcast, Dr. Wang, Chief Financial Officer of Lotus Technology (Nasdaq: LOT), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.Found...
ClearSign Technologies (CLIR): Initiation of Coverage Review: A Non-Discretionary NOx Compliance Story with an 80% Cost Edge
In this episode, join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Managing Director - Energy Transition and Sustainable Investing, as they dive into WTR's Initiation of Coverage report for ...